AFC
AFT Forsyth & Company Portfolio holdings
AUM
$195M
This Quarter Return
+4.4%
1 Year Return
+21.96%
3 Year Return
+148.26%
5 Year Return
+207.04%
10 Year Return
–
AUM
$77.1M
AUM Growth
+$77.1M
(+10%)
Cap. Flow
+$5.16M
Cap. Flow
% of AUM
6.69%
Top 10 Holdings %
Top 10 Hldgs %
22.91%
Holding
328
New
31
Increased
79
Reduced
22
Closed
12
Top Buys
| 1 |
Franklin Resources
BEN
|
$544K |
| 2 |
HSEA.CL
HSBC Holdings plc
HSEA.CL
|
$350K |
| 3 |
Prudential Financial
PRU
|
$310K |
| 4 |
Meta Platforms (Facebook)
META
|
$282K |
| 5 |
DD
Du Pont De Nemours E I
DD
|
$276K |
Top Sells
Sector Composition
| 1 | Financials | 13.96% |
| 2 | Consumer Staples | 7.56% |
| 3 | Healthcare | 7.01% |
| 4 | Technology | 6.63% |
| 5 | Consumer Discretionary | 5.47% |
